Wealth Collab, LLC Purchases in Q1 2025

Wealth Collab, LLC

  • $162 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
60
+ 17.75%
$20.96 - $23.51 $1.26K - $1.41K
398 $8.91M
BVN
Buenaventura Mining CO Inc

Basic Materials
104
New
$11.97 - $15.79 $1.24K - $1.64K
104 $1.63M
PBT
Permian Basin Royalty Trust

Energy
161
New
$9.67 - $12.15 $1.56K - $1.96K
161 $1.59M
HPQ
Hp Inc

Technology
125
+ 32.05%
$27.69 - $34.72 $3.46K - $4.34K
515 $14.3M
MBI
Mbia Inc

Financial Services
305
New
$4.98 - $7.33 $1.52K - $2.24K
305 $1.52M
DEO
Diageo PLC

Consumer Defensive
14
New
$104.79 - $126.12 $1.47K - $1.77K
14 $1.47M
DOCU
Docusign, Inc.

Technology
42
+ 18.34%
$74.7 - $97.7 $3.14K - $4.1K
271 $22.1M
CVLT
Commvault Systems Inc

Technology
6
+ 8.22%
$146.82 - $187.9 $881 - $1.13K
79 $12.5M
OMI
Owens & Minor Inc

Healthcare
189
+ 273.91%
$6.22 - $15.07 $1.18K - $2.85K
258 $2.33M
PBA
Pembina Pipeline Corp

Energy
35
New
$35.13 - $40.12 $1.23K - $1.4K
35 $1.4M
OBE
Obsidian Energy Ltd.

Energy
222
+ 30.2%
$4.93 - $6.11 $1.09K - $1.36K
957 $5.61M
ITUB
Itau Unibanco Holding S.A.

Financial Services
122
+ 9.93%
$4.87 - $6.28 $594 - $766
1.35K $7.43M
Aegon LTD
172
+ 60.56%
N/A
456 $3.01M
Xperi Inc
171
New
N/A
171 $1.32M
ZI
Zoom Info Technologies Inc.

Technology
131
New
$9.43 - $12.01 $1.24K - $1.57K
131 $1.31M
CVE
Cenovus Energy Inc.

Energy
130
+ 32.18%
$12.24 - $15.63 $1.59K - $2.03K
534 $7.43M
IVR
Invesco Mortgage Capital Inc.

Real Estate
164
New
$7.6 - $8.96 $1.25K - $1.47K
164 $1.29M
BAK
Braskem Sa

Basic Materials
327
New
$3.48 - $5.04 $1.14K - $1.65K
327 $1.26M
LOGI
Logitech International S.A.

Technology
8
+ 2.83%
$81.64 - $105.06 $653 - $840
291 $24.6M
NFBK
Northfield Bancorp, Inc.

Financial Services
113
New
$10.87 - $12.25 $1.23K - $1.38K
113 $1.23M
CFFI
C & F Financial Corp

Financial Services
18
New
$65.31 - $86.7 $1.18K - $1.56K
18 $1.21M
OCGN
Ocugen, Inc.

Healthcare
1.7K
New
$0.52 - $0.9 $884 - $1.53K
1.7K $1.2M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
83
New
$10.88 - $14.75 $903 - $1.22K
83 $1.2M
ACMR
Acm Research, Inc.

Technology
51
New
$15.41 - $29.98 $786 - $1.53K
51 $1.19M
LRN
Stride, Inc.

Consumer Defensive
9
New
$106.34 - $142.28 $957 - $1.28K
9 $1.14M
MPWR
Monolithic Power Systems Inc

Technology
2
+ 66.67%
$565.7 - $720.25 $1.13K - $1.44K
5 $2.9M
LPL
Lg Display Co., Ltd.

Technology
345
+ 46.81%
$3.08 - $3.49 $1.06K - $1.2K
1.08K $3.37M
WB
Weibo Corp

Communication Services
142
+ 4.66%
$8.88 - $11.34 $1.26K - $1.61K
3.19K $30.2M
ANSS
Ansys Inc

Technology
4
+ 50.0%
$316.56 - $360.36 $1.27K - $1.44K
12 $3.8M
EXPD
Expeditors International Of Washington Inc

Industrials
9
New
$109.09 - $126.48 $982 - $1.14K
9 $1.08M
UL
Unilever PLC

Consumer Defensive
18
New
$54.72 - $60.29 $985 - $1.09K
18 $1.07M
SSL
Sasol LTD

Basic Materials
247
New
$4.07 - $5.4 $1.01K - $1.33K
247 $1.05M
SEIC
Sei Investments CO

Financial Services
46
+ 8.73%
$72.08 - $86.58 $3.32K - $3.98K
573 $44.5M
ICL
Icl Group Ltd.

Basic Materials
180
New
$4.96 - $6.45 $893 - $1.16K
180 $1.01M
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
330
New
$2.51 - $3.16 $828 - $1.04K
330 $997K
OEC
Orion Engineered Carbons S.A.

Basic Materials
92
+ 135.29%
$12.74 - $15.33 $1.17K - $1.41K
160 $2.07M
Viking Holdings LTD
25
New
N/A
25 $994K
CBZ
Cbiz, Inc.

Industrials
16
+ 35.56%
$68.46 - $88.65 $1.1K - $1.42K
61 $4.63M
MFG
Mizuho Financial Group Inc

Financial Services
167
New
$4.83 - $6.04 $807 - $1.01K
167 $921K
PBYI
Puma Biotechnology, Inc.

Healthcare
311
New
$2.76 - $3.88 $858 - $1.21K
311 $921K
CRUS
Cirrus Logic, Inc.

Technology
9
+ 8.57%
$97.89 - $111.4 $881 - $1K
114 $11.4M
SRTS
Sensus Healthcare, Inc.

Healthcare
190
New
$4.35 - $8.99 $826 - $1.71K
190 $899K
ACHR
Archer Aviation Inc.

Industrials
125
New
$6.8 - $11.51 $850 - $1.44K
125 $889K
HDSN
Hudson Technologies Inc

Basic Materials
142
New
$5.47 - $6.34 $777 - $900
142 $877K
DOOO
Brp Inc.

Consumer Cyclical
25
New
$33.81 - $53.67 $845 - $1.34K
25 $846K
SCCO
Southern Copper Corp

Basic Materials
2
+ 0.71%
$85.92 - $101.48 $172 - $203
284 $26.5M
IMMR
Immersion Corp

Technology
108
New
$7.44 - $8.97 $804 - $969
108 $819K
INSP
Inspire Medical Systems, Inc.

Healthcare
5
New
$157.24 - $215.42 $786 - $1.08K
5 $797K
GIL
Gildan Activewear Inc.

Consumer Cyclical
17
New
$44.19 - $55.09 $751 - $937
17 $752K
Activity Summary
Buys All Purchases 333 New Holdings 103 Increased Positions 230 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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